See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,393 | $92,222-84.4% | $76,768-81.3% | $135,375-89.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | 1.83% | 5.46%-3.6pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $1,145 | $3,216-64.4% | $2,485-53.9% | $4,779-76.0% |
| Participant deferral / active EE | $1,445 | $4,509-68.0% | $3,852-62.5% | $5,609-74.2% |
| Admin fee / account holder | $43,588 | $10,748+305.5% | $6,675+553.0% | $10,827+302.6% |